Telstra Group Limited · ASX:TLS
Telstra — Citigroup Entertainment, Media and Telecommunications Conference 2009
7 slides from Telstra's conference presentation, Jan 8, 2009
Slide 1: ASX cover letter: presentation to Citigroup conference
8 January 2009 Office of the Company Secretary For personal use only The Manager Level 41 242 Exhibition Street Company Announcements Office MELBOURNE VIC 3000 Australian Stock Exchange AUSTRALIA 4th Floor, 20 Bridge Street General Enquiries 08 8308 1721 SYDNEY NSW 2000 Facsimile 03 9632 3215 ELECTR
Slide 2: Telstra Corporation Limited - Citigroup Entertainment, Media and Telecommunications Conference
For personal use only Telstra Corporation Limited Sol Trujillo John Stanhope Chief Executive Officer Chief Financial Officer Citigroup Entertainment, Media and Telecommunications Conference Phoenix Arizona, 7 January 2009 Disclaimer • These presentations include certain forward-looking statements th
Slide 3: Share Price Performance in 2008
Share Price Performance in 2008 For personal use only 110 100 Telstra ASX200 90 US Telco Index Euro Telco Index 80 Asia Telco Index 70 60 50 31-Dec-07 29-Feb-08 30-Apr-08 30-Jun-08 31-Aug-08 31-Oct-08 31-Dec-08 Telstra: World leading performance Unique assets in Australia: A$ billions (reported) FY0
Slide 4: World-class operating performance
World-class operating performance For personal use only Mobile Services Revenue Growth* Retail broadband market share 2.0 12.3% growth YoY to June 08 (pp) 1.1 0.7 8.5% 8.2% 5.6% -0.2 -0.1 -1.9 4.6% 4.5% -4.9 Telecom KPN Deutsche Telenor Orange Telefonica Telstra Italia Telekom France -1.0% Mitigatin
Slide 5: High-Speed Wireless and Fixed Broadband
High-Speed Wireless Broadband For personal use only Next G network speed Telstra 21Mbps* • Devices: early 2009 • Network: end of 2008 Competitors 3.6Mbps* * Peak rated, downlink High-Speed Fixed Broadband HFC Footprint Melbourne & 100 Sydney 2.5m homes Other major metro cities Speed (Mbps) HFC Speed
Slide 6: Quantifying the NBN risk
Quantifying the NBN risk* For personal use only PSTN & Fixed Broadband % of Telstra Mitigating factors FY08 Revenue • Migrate customers to own networks prior to build completion Non Metro Retail 13% • Maintain customers by buying access to NBN • Compete for customers with own networks Wholesale 4% •
Slide 7: Guidance unchanged
Guidance unchanged* For personal use only 2009 FY10 Measure Measure guidance Long-term Management Objectives Total revenue growth 3-4% Revenue growth 3-4% CAGR from FY05 EBITDA growth 6-7% EBITDA margin 46-48% EBIT growth 6-8% Capex/sales Around 14% Accrued capex A$4.3-$4.6b Free cash flow A$6-$7b *
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